Simplify Exchange Traded Funds - SDMF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Tidal Investments LLC | History | No change | 277,854 | 7,121 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 145,408 | 3,907 | 0.01% | — | 2 | +145,408 | New | Q3 2026 | Nov 02, 2026 |
| Encompass More Asset Management | History | Added to | 134,550 | 3,615 | 0.51% | 0.41% | 3 | +24,745 | 22.54% | Q3 2026 | Oct 16, 2026 |
| Quantinno Capital Management LP | History | No change | 89,392 | 2,291 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 45,101 | 1,155 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,330 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Deane Retirement Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -176 | -100.0% | Q3 2026 | Oct 08, 2026 |
| UBS Group AG | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |